Filed October 25, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,838 | $164,139-72.7% | $155,567-71.2% | - |
| Participation rate | 65.7% | 62.7%+3.0pp | 78.2%-12.5pp | - |
| Annual return | 17.52% | 19.45%-1.9pp | 64.74%-47.2pp | - |
| Employer contribution / active EE | $1,851 | $2,490-25.7% | $4,674-60.4% | - |
| Participant deferral / active EE | $3,542 | $2,914+21.5% | $5,628-37.1% | - |
| Admin fee / account holder | $5,809 | $96,217-94.0% | $15,916-63.5% | - |